Overview
The Quantive Marketplace has predefined insights that can help you review the progress of OKRs at the end of the period.
These insights use Salesforce as a data source and can be used as well in powering your key results to update automatically to create dynamic key results.
For more detailed instructions on installing insights from the marketplace click here.
Sales Velocity
This insight measures how quickly deals move through your pipeline and generate revenue. It uses the calculation Win rate * Average Amount * Number of open Deals / Average Days to Close deals for the last 120 days.
This insight can be used to create dynamic key results.
Deals win ratio
This insight calculates the ratio between won vs all closed deals for a selected time period.
This insight can be filtered by date and used to create dynamic key results.
Average won deal size
This insight calculates the average size of all of your won deals in Salesforce.
This insight can be used to create dynamic key results.
Number of Open Deals
This insight indicates the number of open deals which close date is expected to be in the current quarter.
This insight is filterable by date and can be used to create dynamic key results.
Deals lifetime
This insight calculates the average number of days from the day a deal is open until it was either closed won or lost. It is measured for deals with a closed date within the selected time period
This insight is filterable by date and can be used to create dynamic key results.
Insightboard at a glance
Below is how this insightboard can look like if you decided to use the above insights to track the sales velocity of your Salesforce deals.
For more information on insightboards click here.
